Who Uses This Software?

Strategy management professionals, executive leadership, business process managers, "Do it yourself" users.

Average Ratings

30 reviews
  • Overall 4.7 / 5
  • Ease of Use 4.8 / 5
  • Customer Service 4.9 / 5
  • Features 4.9 / 5
  • Value for Money 5 / 5

Product Details

  • Starting Price US$880.00/month
  • Pricing Details ESM offers an unlimited user model with licensing per scorecard.
  • Free Version Yes
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Business Hours
    Online

Vendor Details

  • ESM Software Group
  • http://www.esmgrp.com
  • Founded 1999

About ESM+Strategy

ESM+Strategy helps organizations design, track, and adapt their strategic plan. With automated Balanced Scorecards, strategy maps, dashboards, and instant reports, ESM brings strategy to life. When starting out, you'll go through a tutorial to enter in key strategic objectives, measures, and initiatives. Once the strategic architecture is in place, organizations use ESM to centrally collect updates on progress, eliminating the need for exhausting spreadsheets and slide decks.

ESM+Strategy Features

  • Ad Hoc Reports
  • Benchmarking
  • Dashboard
  • Key Performance Indicators
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Publishing / Sharing
  • Scorecards
  • Strategic Planning
  • Trend / Problem Indicators
  • Visual Analytics
  • Ad Hoc Reports
  • Ad hoc Analysis
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Business Plan Templates
  • Collaboration
  • Dashboard
  • Financial Projections
  • Financial Templates
  • Fundraising Management
  • Investor Management
  • Pitch Presentation
  • Social Sharing
  • Step-by-Step Wizard
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  • Data Source Integrations
  • Data Visualization
  • Functions/Calculations
  • KPI Monitoring
  • Private Dashboards
  • Public Dashboards
  • Scorecards
  • Widgets
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  • Benchmarking
  • Feedback Management
  • Goal Management
  • KPIs
  • Prioritization
  • Progress Tracking
  • Strategic Planning
Vendor has not completed this information.
  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
Vendor has not completed this information.
  • Budgeting & Forecasting
  • Dashboard
  • Goal Setting / Tracking
  • Idea Management
  • KPIs
  • Modeling & Simulation
  • Roadmapping
  • Scenario Planning
  • Scorecards

Suggested Products

ESM+Strategy Most Helpful Reviews

Leveraging ESM + Strategy for SMS Development

Reviewed on 10/08/2018
Joshua S.
Process Consultant - Planning and Strategy
Insurance, 10,001+ Employees
Used the Software for: 1+ year
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The value proposition of the tool consists of three things:
1. Transparency - Provides a holistic view of SMS work from which all stakeholders can glean insight and make decisions from.
2. Accountability - Instills discipline around the ownership and reporting of strategic objectives and initiatives.
3. Root-cause analysis - Gives leaders a lens into what forces drive the status of strategic objectives and corresponding metrics.

Pros: 1. Excellent support during setup and responsiveness regarding inquiries
2. Flexible enough to accommodate the nuances of our SMS.
3. Ease of navigation and intuitive layout makes software easy to learn.

Cons: 1. The Gantt chart view is not currently exportable, but I am aware that this is a function they are exploring.

Strategy Review Tool

Reviewed on 10/08/2018
Juan jose V.
Managing Director
Management Consulting, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The ESM + Strategy is helping us to deliver positive results to our clients in their strategy management efforts. The ESM functionalities make all the strategy design process to be dynamic and proactive.

Pros: The ESM is pefectly aligned with the XPP methdology and makes the Strategy Review Process intuitive and easy to use for clients. Throughout all the ESM you have a very friendly environment that allows the users to get used to it easily.

Cons: At the moment there is no dislikes with the ESM. It may improve some risk and process management features.

Accessible Solution for Organizing Management by Objective

Reviewed on 10/08/2018
David M.
Director, Office of Strategy Management
International Trade & Development, 1,001-5,000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Typically I use ESM to keep strategy execution efforts organized particularly when there is more than one Balanced Scorecard being used within the organization.

Pros: ESM provides a easy-to-deploy software solution structured to support enterprise-wide Balanced Scorecard use (but could be used to support any management-by-objective framework). I like the fact that I can use the software to get a client supported with their strategy management journey quickly. (I also really appreciate that their pricing model is by scorecard and not by user, which supports organizations that understand the criticality of driving employee engagement with strategy.)

Cons: I wish the more complex reporting features rendered perfectly-formatted exported reports.

ESM + Strategy software Ties it All Together Seamlessly

Reviewed on 10/08/2018
Michael L.
President
Management Consulting, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Going from just having a strategic plan binder with our 3-5 year plan in writing sitting on my desk to having an actual "living management tool" to use in moving our business forward with realistic ongoing business insight was ground breaking!! I had no idea how much more effective we all could be across our management team and through every level of employee touching our business processes. It was quickly obvious how powerful this software could be!

Pros: The software is designed to bring all aspects of strategic plan execution, whether it is from the financial perspective, the customer perspective, the process perspective or the staff resources perspective. It ties them all together with an ongoing view of progress across initiatives that helps all management levels on our scheduled quarterly revivews. I am actually expecting this to be powerful enough to change company culture to one of tight accountability and high productivity!

Cons: It forced us to really hone in on developing realistic goals that tie to key performance indicators that we can actually measure although we do have some manual data capture that we have to enter but that is because we need to automate some data mining in our shop. But the software allows for this manual input!

ESM

Reviewed on 22/11/2018
David W.
Managing partner
Management Consulting, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Its a excellent tool all-in-all. I dont understand how companies can do without this types of data and be able to run their strategy.

Pros: Its easy for everyone to instantly work with! It drives you execution!

Cons: It is sometimes hard to go back to power points ones you tried to work with ESM you are stuck. It is that good.

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